Side-by-side comparison of two superinvestors' latest disclosed 13F portfolios — what they agree on, where they part ways.
| Stock | Dev Kantesaria % | Leopold Aschenbrenner % |
|---|---|---|
| ASML HOLDING N V | 6.7% | 0.0% |
Dev Kantesaria runs Valley Forge Capital Management ($3.38B disclosed). Leopold Aschenbrenner runs Situational Awareness LP ($13.68B disclosed). They share 1 common positions, with 6 names unique to Dev Kantesaria's book and 40 unique to Leopold Aschenbrenner's book.
Use the tables above to spot conviction overlaps (where both managers go large on the same name) and contrarian disagreements (where one is buying while the other has nothing).
Key takeaways
Side-by-side comparison of two superinvestors' latest disclosed 13F portfolios — what they agree on, where they part ways.
| Stock | Dev Kantesaria % | Leopold Aschenbrenner % |
|---|---|---|
| ASML HOLDING N V | 6.7% | 0.0% |
Dev Kantesaria runs Valley Forge Capital Management ($3.38B disclosed). Leopold Aschenbrenner runs Situational Awareness LP ($13.68B disclosed). They share 1 common positions, with 6 names unique to Dev Kantesaria's book and 40 unique to Leopold Aschenbrenner's book.
Use the tables above to spot conviction overlaps (where both managers go large on the same name) and contrarian disagreements (where one is buying while the other has nothing).
Key takeaways
